Tolleson Wealth Management’s ExxonMobil XOM Stock Holding History

Tolleson Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,200	Closed	-$248K	–	96
2025 Q3	$248K	Buy	+2,200	New	+$245K	0.04%	86

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tolleson Wealth Management's XOM Position: Q4 2025 in Review

Tolleson Wealth Management sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 2,200 shares — an estimated $248K sold.

Tolleson Wealth Management first reported a position in XOM in Q3 2025 and held it in 1 quarter. The position peaked at $248K in Q3 2025. 4,557 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Tolleson Wealth Management reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
Tolleson Wealth Management sold 2,200 ExxonMobil shares in Q4 2025, an estimated $248K.
Tolleson Wealth Management first reported a position in ExxonMobil in Q3 2025 and held it in 1 quarter.
Tolleson Wealth Management's ExxonMobil position peaked at $248K in Q3 2025.
4,557 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Tolleson Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.